[Remote] Financial Counselor
Note: The job is a remote job and is open to candidates in USA. Pinnacle Fertility is a leading fertility care platform dedicated to fulfilling dreams by building families. The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations.
Responsibilities
- Maintain patient accounts by updating personal, financial, and insurance details
- Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations
- Obtain and enter referrals, authorizations, and predeterminations
- Verify benefits/eligibility and determine procedure deposits
- Review financial history, collect balances, and escalate unresolved issues
- Submit daily charge entries for processing
- Obtain waivers for patients without proper benefits or authorization
- Review loan programs with patients lacking insurance benefits
- Serve as a liaison to resolve billing issues with the billing team
- Collaborate with the clinical team to communicate accurate financial obligations
- Assist with additional administrative tasks and projects as needed
Skills
- High school diploma required
- 1–3 years of experience in a patient-facing front desk, insurance verification, or customer service
- Minimum of 1 year of experience working in a fully remote capacity
- Expertise in financial counseling, billing, coding, and insurance
- Proficient in claims, authorizations, and collections
- Strong multitasking, communication, and organizational skills
- Ability to discuss financial matters clearly and empathetically
- Must be able to work regular hours aligned with Pacific Standard Time (PST)
Benefits
- Comprehensive healthcare
- Dental
- Vision
- Life insurance
- Generous paid time off (PTO)
- Paid holidays
- Retirement savings program
Company Overview